Guzman and Company
Plan context: Guzman & Company 401K Profit Sharing Plan
EIN 59-2764363 • Coral Gables, FL • 30 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$4,309,054
2024 Contributions
$205,876
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $4,309,054 | $205,876 | $9,804iApproximate average salary by contribution assumption: employee only about $245,090 at 4% or $163,394 at 6%; with 50% employer match about $163,394 at 4% or $108,929 at 6%; with 100% employer match about $122,545 at 4% or $81,697 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 21 | $4,309,054 | $205,876 | $9,804iApproximate average salary by contribution assumption: employee only about $245,090 at 4% or $163,394 at 6%; with 50% employer match about $163,394 at 4% or $108,929 at 6%; with 100% employer match about $122,545 at 4% or $81,697 at 6%. |
| 2023 | 1 | 25 | $3,965,292 | $294,201 | $11,768iApproximate average salary by contribution assumption: employee only about $294,201 at 4% or $196,134 at 6%; with 50% employer match about $196,134 at 4% or $130,756 at 6%; with 100% employer match about $147,101 at 4% or $98,067 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 25 | $3,965,292 | $294,201 | $11,768iApproximate average salary by contribution assumption: employee only about $294,201 at 4% or $196,134 at 6%; with 50% employer match about $196,134 at 4% or $130,756 at 6%; with 100% employer match about $147,101 at 4% or $98,067 at 6%. |
| 2022 | 1 | 23 | $3,182,100 | $980,976 | $42,651iApproximate average salary by contribution assumption: employee only about $1,066,278 at 4% or $710,852 at 6%; with 50% employer match about $710,852 at 4% or $473,901 at 6%; with 100% employer match about $533,139 at 4% or $355,426 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 23 | $3,182,100 | $980,976 | $42,651iApproximate average salary by contribution assumption: employee only about $1,066,278 at 4% or $710,852 at 6%; with 50% employer match about $710,852 at 4% or $473,901 at 6%; with 100% employer match about $533,139 at 4% or $355,426 at 6%. |
| 2021 | 1 | 65 | $5,611,508 | $1,134,112 | $17,448iApproximate average salary by contribution assumption: employee only about $436,197 at 4% or $290,798 at 6%; with 50% employer match about $290,798 at 4% or $193,865 at 6%; with 100% employer match about $218,098 at 4% or $145,399 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 65 | $5,611,508 | $1,134,112 | $17,448iApproximate average salary by contribution assumption: employee only about $436,197 at 4% or $290,798 at 6%; with 50% employer match about $290,798 at 4% or $193,865 at 6%; with 100% employer match about $218,098 at 4% or $145,399 at 6%. |
| 2020 | 1 | 54 | $3,931,227 | $709,386 | $13,137iApproximate average salary by contribution assumption: employee only about $328,419 at 4% or $218,946 at 6%; with 50% employer match about $218,946 at 4% or $145,964 at 6%; with 100% employer match about $164,210 at 4% or $109,473 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 54 | $3,931,227 | $709,386 | $13,137iApproximate average salary by contribution assumption: employee only about $328,419 at 4% or $218,946 at 6%; with 50% employer match about $218,946 at 4% or $145,964 at 6%; with 100% employer match about $164,210 at 4% or $109,473 at 6%. |
| 2019 | 1 | 50 | $2,994,931 | $575,567 | $11,511iApproximate average salary by contribution assumption: employee only about $287,784 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 50 | $2,994,931 | $575,567 | $11,511iApproximate average salary by contribution assumption: employee only about $287,784 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%. |
| 2018 | 1 | 37 | $2,393,814 | $295,364 | $7,983iApproximate average salary by contribution assumption: employee only about $199,570 at 4% or $133,047 at 6%; with 50% employer match about $133,047 at 4% or $88,698 at 6%; with 100% employer match about $99,785 at 4% or $66,523 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 37 | $2,393,814 | $295,364 | $7,983iApproximate average salary by contribution assumption: employee only about $199,570 at 4% or $133,047 at 6%; with 50% employer match about $133,047 at 4% or $88,698 at 6%; with 100% employer match about $99,785 at 4% or $66,523 at 6%. |
| 2017 | 1 | 27 | $2,289,956 | $161,594 | $5,985iApproximate average salary by contribution assumption: employee only about $149,624 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,500 at 6%; with 100% employer match about $74,812 at 4% or $49,875 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 27 | $2,289,956 | $161,594 | $5,985iApproximate average salary by contribution assumption: employee only about $149,624 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,500 at 6%; with 100% employer match about $74,812 at 4% or $49,875 at 6%. |
| 2016 | 1 | 29 | $1,841,469 | $157,665 | $5,437iApproximate average salary by contribution assumption: employee only about $135,918 at 4% or $90,612 at 6%; with 50% employer match about $90,612 at 4% or $60,408 at 6%; with 100% employer match about $67,959 at 4% or $45,306 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 29 | $1,841,469 | $157,665 | $5,437iApproximate average salary by contribution assumption: employee only about $135,918 at 4% or $90,612 at 6%; with 50% employer match about $90,612 at 4% or $60,408 at 6%; with 100% employer match about $67,959 at 4% or $45,306 at 6%. |
| 2015 | 1 | 24 | $1,699,982 | $133,587 | $5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,769 at 6%; with 50% employer match about $92,769 at 4% or $61,846 at 6%; with 100% employer match about $69,577 at 4% or $46,384 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 24 | $1,699,982 | $133,587 | $5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,769 at 6%; with 50% employer match about $92,769 at 4% or $61,846 at 6%; with 100% employer match about $69,577 at 4% or $46,384 at 6%. |
| 2014 | 1 | 14 | $1,573,651 | $91,995 | $6,571iApproximate average salary by contribution assumption: employee only about $164,277 at 4% or $109,518 at 6%; with 50% employer match about $109,518 at 4% or $73,012 at 6%; with 100% employer match about $82,138 at 4% or $54,759 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 14 | $1,573,651 | $91,995 | $6,571iApproximate average salary by contribution assumption: employee only about $164,277 at 4% or $109,518 at 6%; with 50% employer match about $109,518 at 4% or $73,012 at 6%; with 100% employer match about $82,138 at 4% or $54,759 at 6%. |
| 2013 | 1 | 22 | $10,430,354 | $97,771 | $4,444iApproximate average salary by contribution assumption: employee only about $111,103 at 4% or $74,069 at 6%; with 50% employer match about $74,069 at 4% or $49,379 at 6%; with 100% employer match about $55,552 at 4% or $37,034 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 22 | $10,430,354 | $97,771 | $4,444iApproximate average salary by contribution assumption: employee only about $111,103 at 4% or $74,069 at 6%; with 50% employer match about $74,069 at 4% or $49,379 at 6%; with 100% employer match about $55,552 at 4% or $37,034 at 6%. |
| 2012 | 1 | 24 | $8,786,786 | $114,600 | $4,775iApproximate average salary by contribution assumption: employee only about $119,375 at 4% or $79,583 at 6%; with 50% employer match about $79,583 at 4% or $53,056 at 6%; with 100% employer match about $59,688 at 4% or $39,792 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 24 | $8,786,786 | $114,600 | $4,775iApproximate average salary by contribution assumption: employee only about $119,375 at 4% or $79,583 at 6%; with 50% employer match about $79,583 at 4% or $53,056 at 6%; with 100% employer match about $59,688 at 4% or $39,792 at 6%. |
| 2011 | 1 | 23 | $8,025,173 | $100,800 | $4,383iApproximate average salary by contribution assumption: employee only about $109,565 at 4% or $73,043 at 6%; with 50% employer match about $73,043 at 4% or $48,696 at 6%; with 100% employer match about $54,783 at 4% or $36,522 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 23 | $8,025,173 | $100,800 | $4,383iApproximate average salary by contribution assumption: employee only about $109,565 at 4% or $73,043 at 6%; with 50% employer match about $73,043 at 4% or $48,696 at 6%; with 100% employer match about $54,783 at 4% or $36,522 at 6%. |
| 2010 | 1 | 25 | $7,909,511 | $148,325 | $5,933iApproximate average salary by contribution assumption: employee only about $148,325 at 4% or $98,883 at 6%; with 50% employer match about $98,883 at 4% or $65,922 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 25 | $7,909,511 | $148,325 | $5,933iApproximate average salary by contribution assumption: employee only about $148,325 at 4% or $98,883 at 6%; with 50% employer match about $98,883 at 4% or $65,922 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%. |
| 2009 | 1 | 25 | $6,537,805 | $135,680 | $5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 25 | $6,537,805 | $135,680 | $5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%. |
| 2008 | 2 | 25 | $4,919,936 | $1,177,195 | $47,088iApproximate average salary by contribution assumption: employee only about $1,177,195 at 4% or $784,797 at 6%; with 50% employer match about $784,797 at 4% or $523,198 at 6%; with 100% employer match about $588,598 at 4% or $392,398 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 25 | $4,919,936 | $1,177,195 | $47,088iApproximate average salary by contribution assumption: employee only about $1,177,195 at 4% or $784,797 at 6%; with 50% employer match about $784,797 at 4% or $523,198 at 6%; with 100% employer match about $588,598 at 4% or $392,398 at 6%. |
| GUZMAN & COMPANY RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 2 | 23 | $0 | $0 | - |
| GUZMAN & COMPANY RETIREMENT PLAN | - | 10 | - | - | - |
| Guzman & Company 401K Profit Sharing Plan | - | 23 | - | - | - |
| 2006 | 2 | 22 | $4,607,245 | $462,475 | $21,022iApproximate average salary by contribution assumption: employee only about $525,540 at 4% or $350,360 at 6%; with 50% employer match about $350,360 at 4% or $233,573 at 6%; with 100% employer match about $262,770 at 4% or $175,180 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 22 | $4,056,852 | $167,275 | $7,603iApproximate average salary by contribution assumption: employee only about $190,085 at 4% or $126,723 at 6%; with 50% employer match about $126,723 at 4% or $84,482 at 6%; with 100% employer match about $95,043 at 4% or $63,362 at 6%. |
| GUZMAN & COMPANY RETIREMENT PLAN | - | 10 | $550,393 | $295,200 | $29,520iApproximate average salary by contribution assumption: employee only about $738,000 at 4% or $492,000 at 6%; with 50% employer match about $492,000 at 4% or $328,000 at 6%; with 100% employer match about $369,000 at 4% or $246,000 at 6%. |
| 2005 | 2 | 19 | $3,696,041 | $348,487 | $18,341iApproximate average salary by contribution assumption: employee only about $458,536 at 4% or $305,690 at 6%; with 50% employer match about $305,690 at 4% or $203,794 at 6%; with 100% employer match about $229,268 at 4% or $152,845 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 19 | $3,452,254 | $104,700 | $5,511iApproximate average salary by contribution assumption: employee only about $137,763 at 4% or $91,842 at 6%; with 50% employer match about $91,842 at 4% or $61,228 at 6%; with 100% employer match about $68,882 at 4% or $45,921 at 6%. |
| GUZMAN & COMPANY RETIREMENT PLAN | - | 11 | $243,787 | $243,787 | $22,162iApproximate average salary by contribution assumption: employee only about $554,061 at 4% or $369,374 at 6%; with 50% employer match about $369,374 at 4% or $246,249 at 6%; with 100% employer match about $277,031 at 4% or $184,687 at 6%. |
| 2004 | 1 | 17 | $3,620,558 | $207,747 | $12,220iApproximate average salary by contribution assumption: employee only about $305,510 at 4% or $203,674 at 6%; with 50% employer match about $203,674 at 4% or $135,782 at 6%; with 100% employer match about $152,755 at 4% or $101,837 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 17 | $3,620,558 | $207,747 | $12,220iApproximate average salary by contribution assumption: employee only about $305,510 at 4% or $203,674 at 6%; with 50% employer match about $203,674 at 4% or $135,782 at 6%; with 100% employer match about $152,755 at 4% or $101,837 at 6%. |
| 2003 | 1 | 21 | $3,315,760 | $225,447 | $10,736iApproximate average salary by contribution assumption: employee only about $268,389 at 4% or $178,926 at 6%; with 50% employer match about $178,926 at 4% or $119,284 at 6%; with 100% employer match about $134,195 at 4% or $89,463 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 21 | $3,315,760 | $225,447 | $10,736iApproximate average salary by contribution assumption: employee only about $268,389 at 4% or $178,926 at 6%; with 50% employer match about $178,926 at 4% or $119,284 at 6%; with 100% employer match about $134,195 at 4% or $89,463 at 6%. |
| 2002 | 1 | 20 | $2,711,975 | $226,533 | $11,327iApproximate average salary by contribution assumption: employee only about $283,166 at 4% or $188,778 at 6%; with 50% employer match about $188,778 at 4% or $125,852 at 6%; with 100% employer match about $141,583 at 4% or $94,389 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 20 | $2,711,975 | $226,533 | $11,327iApproximate average salary by contribution assumption: employee only about $283,166 at 4% or $188,778 at 6%; with 50% employer match about $188,778 at 4% or $125,852 at 6%; with 100% employer match about $141,583 at 4% or $94,389 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Guzman & Company 401K Profit Sharing Plan | - | 19 | - | - | - |
| 2000 | 1 | 14 | $2,666,873 | $180,670 | $12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 14 | $2,666,873 | $180,670 | $12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%. |
| 1999 | 1 | 12 | $2,439,538 | $137,203 | $11,434iApproximate average salary by contribution assumption: employee only about $285,840 at 4% or $190,560 at 6%; with 50% employer match about $190,560 at 4% or $127,040 at 6%; with 100% employer match about $142,920 at 4% or $95,280 at 6%. |
| Guzman & Company 401K Profit Sharing Plan | - | 12 | $2,439,538 | $137,203 | $11,434iApproximate average salary by contribution assumption: employee only about $285,840 at 4% or $190,560 at 6%; with 50% employer match about $190,560 at 4% or $127,040 at 6%; with 100% employer match about $142,920 at 4% or $95,280 at 6%. |